True Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

True Wealth Advisors, LLC

$240 Million
Q1 2024

A detailed history of True Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, True Wealth Advisors, LLC holds 57,085 shares of JEPI stock, worth $3.21 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

57,085

Previous 68,111 16.19%

Holding current value

$3.21 Million

Previous $3.74 Million 11.81%

% of portfolio

1.37%

Previous 1.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$54.75 - $57.86 $603,673 - $637,964	-11,026 Reduced 16.19%	57,085 $3.3 Million
Q4 2023 Feb 08, 2024	BUY	$51.51 - $55.33 $8,499 - $9,129	165 Added 0.24%	68,111 $3.74 Million
Q3 2023 Nov 07, 2023	SELL	$53.5 - $55.92 $972,309 - $1.02 Million	-18,174 Reduced 21.1%	67,946 $3.64 Million
Q2 2023 Jul 31, 2023	BUY	$53.85 - $55.4 $527,783 - $542,975	9,801 Added 12.84%	86,120 $4.77 Million
Q1 2023 Apr 19, 2023	BUY	$52.13 - $55.7 $3.98 Million - $4.25 Million	76,319 New	76,319 $4.17 Million

Others Institutions Holding JEPI

# of Institutions

1,088

Shares Held

272M

Call Options Held

311K

Put Options Held

428K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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True Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History